How to create Tables, Color with Conditional formatting, and add Drill through Functionality 12

Follow the Steps below to build Ticket Details Table

Duplicate the FIrst Page and Remove the Four Chart visuals

1. Drag and drop a table from visualizations.

Dimensions:

Ticket Details Title

General      x-434,Y-181, W-300, H-62

Table

General      x-0, Y-244, W-1279, H-556

2. Drag and drop the following columns in Values from Zendesk Table

·         ForTheWeek

·         CreatedDate

·         CreatedTime

·         AgnetName

·         TicketLink

·         HoursCatagory

·         FirstRspHrs

·         1stconRate

·         DaysOpen and

·        Status            

3. Column headers

·         Font color – White

·         Background color - #005AA1

·         Outline – Bottom only

·         Font family – Segoe UI

·         Text size - 10pt

·         Alignment: Center

4. Values

·         Font color – Black

·         Background color – White

·         Alternate font color Black

·         Alternate Background color – white

·         URL icon – on

·         Font family – Segoe UI

·         Text size - 10pt

5. Field Formatting

·        For all columns

Font color – white

    Background color – white

Alignment - Center

6- Conditional Formatting

·        Set Background Color = on and use the following DAX Query for color formatting

Create Table by going to the Home Ribbon and Enter Data

Format 

Right click on Hour Category

Conditional Formatting

Background

Create the calculated column in the main table

Sort Color = RELATED('Sort Hour & Color'[Color])


1st Contact RRate Conditional Formatting

·       Hide the 1st ConRRate Values and leave only the background color

Go to the Format

Conditional Formatting

Select the 1st ConRRate from Drop down

Font color On

Advanced control

Set up the Rules and make it Summarization Median

  FirstRespHrs

After You create Ticket Details table drag and drop the columns from Zendesk ticket system table to Drill Through Filed box.



    Create a drill through table for Open Tickets

 Steps below to build this report

1. Drag and drop a table from visualizations.

2. Drag and drop in Values.  

·         AgnetName

·         CreatedDate

·         TicketID

·         TicketLink

·         OpenTickets

·         DaysOpen

·         Status

·         DaysSinceLastComment                                     

3. Column headers

·         Font color – White

·         Background color - #B4009E

·         Outline – Bottom only

·         Font family – Segoe UI

·         Text size - 10pt

·         Alignment: Center

4. Values

·         Font color – Black

·         Background color – White

·         Alternate font color Black

·         Alternate Background color – white

·         URL icon – on

·         Font family – Segoe UI

·         Text size - 10pt

5. Totals

·        Totals - on

·        Font color – Black

·        Background color – #1F6DAB

·        Outline – Top only

·        Font Family – Comic Sans MS

·        Text size – 12pt

6. Field Formatting

·        For all columns

    Font color – white

    Background color – white

    Alignment - Auto

7. Font color Formatting for ‘Status’ column

Create a new table and build a relationship in the model view for color coding as follows:


Data view >>>>>>>>Select Status >>>Sort Column by Color

Model view and create relationship between the ZendeskTicketSystem and Status Sort Table with the Status Column

Created Calculated column as below to use it in sorting in main table

Status Color = RELATED('Status Sort'[Color])


Right Click on Status Column at the Fields tab and Condional formatting, Font Color

Color scale and choose the Status color Calculated column created above and OK





How to make drillthrough in PowerBI reports

https://www.youtube.com/watch?v=WdBeJ8j98ME